Customer Service Manager

TIMOTHY C. CALPIN

**** **** ****** ****, *********, FL 34208 H: 941-***-**** C: 941-***-**** ******@*****.***

PROFESSIONAL SUMMARY

Extremely motivated results oriented Financial Services and Business Development Executive dedicated to

professional excellence. Impeccable credentials with an exceptional knowledge Portfolio Management, Risk

Management, Portfolio Construction and Mortgage Lending. Highly effective in engaging Circles

of Influence with an emphasis on building relationships. Experienced from many perspectives of staff

supervision, training, public and community relations and customer service. Coordinates multi-faceted

responsibilities efficiently and delegates effectively. Superior skill in assessing company needs and devising

creative solutions resulting in increased business revenue and profits. Exemplifies and employs positive

attitude among consumers, staff and co-workers and elicits best possible productivity from employees. Strong

communication skills, easily establishes rapport on many levels of interaction, welcomes challenges.

Career Objective: To secure a career opportunity with a progressive organization utilizing my relative

experience, with an immediate challenge in a Financial Services Position, enabling professional development

and advancement based upon my contribution and ability.

SKILLS

Portfolio Construction Business Development

Risk Management Relationship Building

Research Analysis Marketing

Asset Allocation Community Involvement

REFERENCES

References Available on Request

WORK HISTORY

Vice President - Portfolio Manager, 03/2014 to Current

Monarch Asset Management – Sarasota, FL

Cooperatively built Registered Investment Advisory Firm after startup to currently $80 Million Dollars

in Assets Under Management and growing.

Develop and maintain referral relationships with Trust and Estate Attorneys,CPA's,Real Estate

Professionals and Current Clients.

Create and perfect Prospect Engagement Presentations and Client Service Delivery.

Prepare Sales and Investment Review Materials for Client Presentations.

Engage in Investment Research, Portfolio Construction and Oversight, Asset Allocation and Trading.

Design and build Individually Customized Investment Portfolios in accordance with Client's Investment

Objectives, Risk Tolerance, Time Horizons and Tax Status.

Rebalance Investment Portfolios as needed.

Oversee Investment Review Committee.

Report to the President-Chief Investment Officer on all aspects of the practice and Compliance.

Private Client Mortgage Banker - Advisor, 03/2013 to 03/2014

JPMorgan Chase – Sarasota, FL

Primary focus to acquire and deepen Client Relationships through comprehensive needs based analysis

and marketing of Investment Services and Mortgage Products.

Identify High Net Worth Prospects through Mortgage Applications, Originations and Closings.

Develop and maintain Referral Partner Network to expand Customer Base.

Coach and Mentor Team Members and provide training on Investment Services and Mortgage Products

and help identify opportunities and to promote additional Chase of Lines of Business to increase

revenue.

Constant and consistent Community Activity and Business Development.

Possess a thorough knowledge of all Government Regulations while maintaining Compliance and

Profitability.

Private Mortgage Banker - Financial Advisor, 06/2007 to 03/2013

BMO Harris Private Bank – Sarasota, FL

Support the Portfolio Manager, Private Wealth Advisor and Mortgage Market Manager in Business

Development.

Identify Wealth Management Opportunities via Asset Discovery through Mortgage Applications,

Originations and Closings.

Facilitate Financial Planning through Prospect Presentations based on understanding of client's needs.

Develop, maintain and expand Centers of Influence.

Extensive Community Activity and Public Service.

Licensed Mortgage Broker, 09/2005 to 06/2007

Gold Key Mortgage Services – Bradenton, FL

Originate and Close Mortgage Loans through solicitation and relationship building with Realtors,

Builders-Developers, Financial Institutions and For Sale By Owners.

Generate business activity by being physical in the marketplace with a strong concentration on

Networking.

Developed relationships with over 25 Lenders.

Maintain Compliance and all Licensing Requirements.

Financial Advisor, 11/2004 to 09/2005

Raymond James and Associates – Bradenton, FL

Prospect and retain clients in order to enable them to reach their financial goals.

Employ a total wealth management approach by evaluating customers in terms of their financial needs,

current holdings, and available capital.

Assist client's and prospects in identifying their investment objectives and make suitable

recommendations.

Monitor the customer's portfolio and make further recommendations consistent with changes in Economic

and Financial Climate as well as customer's needs and objectives.

EDUCATION

Bachelor of Science: Education

Youngstown State University - Youngstown, Ohio

AFFILIATIONS

Member: Realtor Association Sarasota Manatee Member: Women's Council of Realtors United States, Sarasota

and Manatee Chapters

CERTIFICATIONS

Series 7 (Currently Inactive)

Series 66

NMLS

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